Purchases and Sales Made in Q4 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
SELL
|
- |
-2.31K- 1.0% |
$209K - $246K
|
228K
$30.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.38K- 0.97% |
$216K - $254K
|
244K
$32.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-2.41K- 21.62% |
$219K - $257K
|
8.73K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.59K- 2.82% |
$235K - $276K
|
89.2K
$11.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.85K- 4.85% |
$259K - $305K
|
56K
$7.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.85K- 3.09% |
$259K - $305K
|
89.4K
$11.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.99K- 7.74% |
$271K - $319K
|
35.6K
$4.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.08K- 48.86% |
$370K - $435K
|
4.27K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 4.82% |
$427K - $502K
|
92.8K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 1.1% |
$430K - $506K
|
425K
$56.2M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.75K- 65.36% |
$431K - $507K
|
2.52K
$333K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.86K- 72.32% |
$441K - $519K
|
1.86K
$246K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.92K- 49.12% |
$538K - $633K
|
6.13K
$811K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.18K- 52.75% |
$561K - $660K
|
5.53K
$732K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.3K- 25.15% |
$663K - $780K
|
21.7K
$2.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-8.16K- 6.01% |
$741K - $872K
|
128K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.17K- 5.26% |
$742K - $872K
|
147K
$19.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-9.26K- 4.15% |
$841K - $989K
|
214K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-12.2K- 95.41% |
$1.11M - $1.3M
|
586
$77.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.2K- 6.42% |
$1.11M - $1.31M
|
178K
$23.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.9K- 42.84% |
$1.44M - $1.7M
|
21.2K
$2.81M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.9K- 42.84% |
$1.44M - $1.7M
|
21.2K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 4.27% |
$1.61M - $1.89M
|
398K
$52.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 37.1% |
$1.61M - $1.89M
|
30.1K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-18.8K- 24.62% |
$1.7M - $2M
|
57.5K
$7.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-23.5K- 10.8% |
$2.13M - $2.51M
|
194K
$25.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 20.72% |
$4.41M - $5.19M
|
186K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-60.1K- 59.49% |
$5.46M - $6.42M
|
40.9K
$5.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-90.3K- 4.83% |
$8.2M - $9.65M
|
1.78M
$235M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105K- 96.6% |
$9.54M - $11.2M
|
3.7K
$489K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 6.68% |
$11M - $12.9M
|
1.69M
$223M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 19.15% |
$11.8M - $13.9M
|
548K
$72.5M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-132K- 33.22% |
$12M - $14.1M
|
266K
$35.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135K- 8.74% |
$12.2M - $14.4M
|
1.41M
$186M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.9M- 99.9% |
$994M - $1.17B
|
11K
$1.45M
|